Latest Institutional Transactions on Ishares Msci Usa Quality Facto (QUAL)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Quality Facto (QUAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8+ 0.24% |
$1.3K - $1.43K
|
3.31K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21KNew |
$3.41M - $3.76M
|
21K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 5.61% |
$1.04M - $1.15M
|
108K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
30K+ 917.62% |
$4.89M - $5.39M
|
33.3K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-95.7K- 34.11% |
$15.6M - $17.2M
|
185K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-96- 1.93% |
$15.6K - $17.2K
|
4.87K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48K- 1.0% |
$7.81M - $8.61M
|
4.76M
$867M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.36K+ 40.27% |
$384K - $424K
|
8.23K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.85KNew |
$1.11M - $1.23M
|
6.85K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
358+ 28.94% |
$58.2K - $64.2K
|
1.6K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.5K+ 4.28% |
$10M - $11M
|
1.5M
$273M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.02K+ 57.62% |
$328K - $362K
|
5.52K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.67K+ 3.24% |
$1.25M - $1.37M
|
244K
$44.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-406- 1.76% |
$66K - $72.8K
|
22.7K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.16K+ 66.67% |
$514K - $567K
|
7.9K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
140K+ 17.13% |
$22.7M - $25.1M
|
956K
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.11K+ 106.72% |
$181K - $199K
|
2.15K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-315- 3.09% |
$51.2K - $56.5K
|
9.87K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-45- 0.74% |
$7.32K - $8.07K
|
6K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.29KNew |
$209K - $231K
|
1.29K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 55.57% |
$1.64M - $1.81M
|
28.3K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
9.31KNew |
$1.51M - $1.67M
|
9.31K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-121K- 1.56% |
$19.7M - $21.7M
|
7.61M
$1.39B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
337K+ 3.85% |
$54.8M - $60.4M
|
9.07M
$1.65B
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
263+ 8.27% |
$42.8K - $47.2K
|
3.45K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
844+ 134.61% |
$137K - $151K
|
1.47K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10.6KNew |
$1.73M - $1.9M
|
10.6K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-243- 1.9% |
$39.5K - $43.6K
|
12.5K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.11K- 1.44% |
$506K - $558K
|
213K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-2.09K- 6.19% |
$340K - $374K
|
31.6K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.07K+ 3.86% |
$662K - $730K
|
110K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.2K+ 2.47% |
$1.82M - $2.01M
|
465K
$84.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.78K+ 3.28% |
$452K - $499K
|
87.5K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.25% |
$1.46K - $1.61K
|
3.67K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.22K+ 52.26% |
$361K - $398K
|
6.46K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.15KNew |
$350K - $385K
|
2.15K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 192.41% |
$804K - $887K
|
7.52K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.2K- 26.02% |
$521K - $574K
|
9.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
159+ 25.48% |
$25.9K - $28.5K
|
783
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
239New |
$38.9K - $42.9K
|
239
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-608- 1.1% |
$98.9K - $109K
|
54.9K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.51K- 2.09% |
$1.38M - $1.53M
|
400K
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.85K+ 87.44% |
$951K - $1.05M
|
12.5K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10K+ 13.38% |
$1.63M - $1.8M
|
84.9K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
356+ 5.98% |
$57.9K - $63.8K
|
6.31K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 5.44% |
$190K - $209K
|
20.3K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
951+ 27.23% |
$155K - $171K
|
4.44K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.9KNew |
$2.42M - $2.67M
|
14.9K
$2.71M
|